CRMJetty

Invoices follow-ups are tedious. There’s really no other way to put it. Send an invoice, wait, send another email, maybe pick up the phone, and repeat the same process across dozens of accounts every month. Meanwhile, customers aren’t thrilled about getting chased down either. Most people would rather just log in, see the number, and knock it out right there. This raises a key question: Can you implement CRMJetty Business Central Customer Portal as a customer payment portal?

One thing almost every education administration will agree on is that their fee management system is messy.  From payment channel management to handling variables such as hostel charges, transportation, exam registration fees, and scholarships, the process remains highly chaotic. To mitigate this, plenty of schools and universities have invested in Microsoft Dynamics 365 for student records and administrative workflows. But fee management? That part’s still manual and fragmen

Most healthcare organizations are not “behind” when it comes to systems. Hospitals, multi-specialty clinics, and healthcare networks have already invested heavily in Microsoft Dynamics 365. Patient data, referrals, contracts, compliance records, and operational workflows are all housed in the CRM. Leadership dashboards exist. Reporting exists. Governance exists. And yet, when it comes to doctor management, many teams quietly admit something feels off. The issue isn’t that inf

Healthcare organizations today face a familiar paradox. You’ve invested in Microsoft Dynamics 365. Patient data already resides in the system. Workflows are configured. Your teams use it daily. But somehow, when patients need information, they’re still calling your front desk. Your staff is still looking things up manually. Everyone’s working harder than they should. More than 50% of medical groups have  reported  increases in patient no-show rates over the past few years. Th

College and school enrollment have evolved into a full lifecycle that spans from student admission confirmation to final decisions, onboarding, orientation, and early engagement. But the problem is that many institutions haven’t caught up on that yet. The enrollment process still comprises a patchwork of manual workflows, disconnected systems, and “just email us” processes where documents get lost in threads, status updates lag, and data quality becomes a constant cleanup exe